See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,483 | $78,422-80.3% | $95,952-83.9% | $79,858-80.6% |
| Participation rate | 88.6% | 73.5%+15.2pp | 77.1%+11.6pp | 69.6%+19.0pp |
| Annual return | 14.11% | 19.37%-5.3pp | 91.61%-77.5pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,213 | $1,945-37.6% | $2,541-52.2% | $2,471-50.9% |
| Participant deferral / active EE | $1,289 | $3,440-62.5% | $4,167-69.1% | $3,740-65.5% |
| Admin fee / account holder | $4,506 | $5,622-19.9% | $6,795-33.7% | $5,306-15.1% |